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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,779 | $198,457-86.0% | $170,435-83.7% | $147,586-81.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.88% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,642 | $6,183-8.8% | $5,432+3.9% | $4,876+15.7% |
| Participant deferral / active EE | $5,921 | $5,629+5.2% | $4,939+19.9% | $5,439+8.9% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |